Find out what the world’s most widely used data room can do for you.

Firmex for Investment Banking

Deals move faster with Firmex.

It’s easy to lose momentum during a deal. With Firmex, your deals will close faster and more often. A Firmex Virtual Data Room keeps M&A transactions moving and keeps you in control. Purpose-built to handle complex financial transactions, Firmex enables you to efficiently manage due diligence, restrict access to confidential documents, and monitor all activity in the data room to identify serious buyers.

100%

of the Top 10 Investment Banks have used Firmex to close deals.*

15,000+

new data room projects started per year by our clients.

$240B+

in total transactional value run on the Firmex VDR platform.

More speed, less confusion

When the stakes are high, the world’s leading investment banks trust Firmex to keep deals moving. Why waste time with a cumbersome data room when Firmex keeps things simple from start to close?

Quick & Painless Setup

Firmex can have your data room live within minutes, not days, to keep your deal moving. We start 15,000+ new projects a year for our clients—that’s over 70 projects every business day.

Get It Right the First Time

Effortlessly drag and drop documents and folders to get your project live fast. Import due diligence checklists to save time and make sure you haven’t missed anything. Quickly add users, set group-level permissions, and verify exactly what users will see before they enter your data room. No more worrying about the wrong person accessing a document they shouldn’t see.

More Value, Less Cost

We offer a fully-featured and supported VDR at significantly better value than the competition. No hidden fees, per page pricing, or costly surprises. You owe it to yourself to see how much you could save with Firmex.

Spend More Time on What Matters

When it’s crunch time, the last thing you or your clients need is call center runaround. With Firmex, you and everyone on the buy-side and sell-side of your deal will get real-time 24/7/365 support from real human beings who understand your business.

Firmex is central to our process. Features such as audit trails, reporting, and a simple user interface provide peace of mind to our clients in what can be the most stressful time of their lives.

— Stephan May, Managing Director, WelchGroup Consulting Inc.

One powerful data room, two great ways to buy.

Whether you need a data room for a one-time transaction, or work on multiple projects per year, Firmex has the right solution for you.

Single-Use Data Room

Run a one-time deal or project with simple pricing based on users and data. Quickly and easily extend or upgrade at any time.

One project

Fast setup

Unlimited 24/7/365 support

Unlimited-Use Subscription

Run multiple projects for one affordable annual fee. Recommended for clients who open more than two projects per year.

Unlimited projects

Fast setup

Unlimited 24/7/365 support

Professional services

Save up to 25% over 2 or more single-use transactions

Be deal-ready instantly with a VDR on standby

How it works.

A Firmex VDR makes it easy to stay organized and in control of your deal. You determine who sees what, and can track who logged in, when, from which IP address, and what information was viewed.

Firmex has been great – we’re now paying less per project, and we’re running even more projects in data rooms without additional costs.

— Jim Olsen, Associate at Cleary Gull Inc.

The sooner you start, the sooner you close.

Myth: You only need a data room for due diligence. Fact: By opening a Firmex VDR as soon as you have a mandate, you’ll save yourself and your client time and trouble at every stage of the deal. Here’s how a Firmex VDR streamlines deals from start to close.

Get Started with Firmex

Schedule a live one-on-one demo or visit our product page to learn more about how a Firmex Virtual Data Room can make a difference for your practice.